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| Provider | Service type | Compensation |
|---|---|---|
LOCAL 1102 RWDSU8+ years Service code 49 · EIN 13-1215130 | Other Services | $95,856 |
C.S. MCKEE, L.P.5 years Filed as: C.S. MCKEE Service code 28 · EIN 84-3346426 | Investment Management | $76,788 |
LOCAL 1102 RWDSU8+ years Filed as: LOCAL 1102 RETIREMENT TRUST Service code 49 · EIN 13-1847329 | Other Services | $55,709 |
BERDON LLP8+ years Service code 10 · EIN 13-0485070 | Accounting | $26,271 |
DAHAB ASSOCIATES8+ years Service code 28 · EIN 11-2783874 | Investment Management | $22,500 |
Service code 11 · EIN 26-3842522 | Actuarial | $17,788 |
ROTHMAN, ROCCO, LARUFFA, LLP6 years Service code 29 · EIN 47-5401457 | Legal | $13,851 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $69,807-100.0% | $65,170-100.0% | $350,051-100.0% |
| Participation rate | 0.0% | 45.8%-45.8pp | 29.3%-29.3pp | 44.5%-44.5pp |
| Annual return | -12.97% | 10.17%-23.1pp | 7.07%-20.0pp | -14.65%+1.7pp |
| Employer contribution / active EE | $0 | $38,496-100.0% | $34,847-100.0% | $46,321-100.0% |
| Participant deferral / active EE | $0 | $0 | $4-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $51-100.0% | $51-100.0% | $14,582-100.0% |